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PTT	Company	Info	
	
Patriot	Transition	Technologies	(“PTT”)	was	birthed	from	working	in	the	Veterans	Affairs	
arena	primarily	on	the	State	level	as	well	as	working	with	the	Federal	level	with	the	
Veterans	Affairs	Data	Export	in	2013-2015.	The	team	has	a	wealth	of	experience	in	web	
development,	social	media,	CRM	development	as	well	as	Salesforce	implementation.	
We	are	a	Salesforce	Developer	team	who	can	offer	so	much	more	than	just	Salesforce	
custom	applications	and	we	have	been	recognized	recently	working	with	North	Carolina	
Department	of	Veterans	Affairs	(NCDVA)	on	their	Custom	Salesforce	Call	Center	
application	that	they	are	currently	using.	NCDVA	has	the	the	highest	adoption	rate	of	
any	organization	we	have	ever	worked	with	and	have	a	similar	set	of	needs	as	HCS.	
	
PTT	is	skilled	in	agile	methodology	when	dealing	with	development	and	implementation.	
This	means	as	opposed	to	other	larger	or	older	firms	in	the	world	of	technology,	we	can	
move	very	quickly	in	and	out	of	solutions	as	needed	in	order	to	build	not	just	the	
application	we	have	written	on	paper,	but	one	that	has	a	high	end	user	adoption	rate,	
fits	the	actual	culture	of	the	organization	as	well	as	helps	create	the	lowest	cost	
possibility	not	just	in	the	development	but	in	end	user	training	and	understanding.	We	
work	hard	to	make	adjustments	as	we	go	to	end	with	the	best	product	and	experience,	
not	just	the	contracted	application.	
	
PTT’s	team	members	have	been	recognized	for:		
	
- Helping	to	develop	database	integrations	and	system	architecture	best	practices	for	Charles	Schwab	
with	their	PortfolioCenter	software,	developing	on	this	CRM/Financial	tool	based	on	MSSQL	before	its	
inception	when	it	was	still	CenterPiece	and	through	their	open	alpha	and	beta	years.		
	
- Our	success	with	our	partners	in	being	the	primary	developer	in	developing	the	solution	for	their	call	
center	as	well	as	developing	the	solutions	for	their	data	migration,	data	integrity	and	scrubbing.	They	
service	over	750,000	veterans	in	NC	with	their	families.	Our	solution	allowed	them	to	integrate	Fed	
Data	from	the	DOD	DD214,	data	from	8	silos	of	other	government	organizations,	paper	to	paperless	
import	of	tens	of	thousands	of	contacts	as	well	as	high	adoption	of	the	solution	due	to	our	approach	
in	replacing	old	solutions	with	easy	to	adopt	end	user	friendly	applications.	
	
- Our	CRM	experience	which	goes	back	to	2005	when	we	first	developed	integrations	and	setup	our	
first	organization	for	a	non-profit	in	the	cloud	CRM.	We	joined	that	as	a	developer	and	now	are	a	
developer	team.	
	
- Our	setting	up	the	first	“hook”	for	a	well	known	financial	software	to	integrate	their	cloud	inboxes	
with	the	then	new,	“Office	365,”	which	was	still	being	developed	and	not	yet	sold	as	retail.	This	
concept	is	now	broadly	used.	
	
- For	being	invited	to	develop	since	2004	&	2005	with	technologies	such	as	Twitter,	Facebook	and	
Google	Apps	since	their	inception.	And	we	have	developed	with	WordPress	technology	since	its	birth.	
This	has	allowed	us	much	experience	with	databases	in	disparate	solutions	and	integrating	them	to	
create	things	that	we	now	take	for	granted	such	as	“RSS	feed	and	aggregation	plugins,”	and	
“Facebook	connectors”	that	allowed	Facebook	to	integrate	friends	and	comments	as	well	as	posts	
across	platforms	including	WordPress.	Now	our	code	is	in	many	of	these	systems.
- And	developing	our	own	CRM	cloud	solutions	and	social	networking	solutions	for	the	veterans’	space	
internally	for	communications	and	soon	to	be	externally.	
	
- Our	work	with	another	partner	developing	a	new	non-Salesforce	solution	for	the	DOD	and	State	
Veterans	Affairs	space	on	a	patented	system	that	already	can	transport	data	exports	from	the	DOD’s	
DD214’s	through	a	cloud	hosted	HIPPA	compliant	system	where	the	data	could	then	go	into	the	
Salesforce	custom	platform	we	developed.	
	
- Our	team’s	experience	in	various	worlds	such	as	high	net	worth	investment	firms,	financial	firms,	
accounting	firms,	law	firms	as	well	as	working	for	companies	such	as	Microsoft.

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PTT Company Info